Meeting Template Details
This Meeting Template schedules a 90 minute meeting with the location TBD. The scheduling hours are broad and include weekends, perfect for independent consultants willing to work on their clients’ schedules. However, it is also set to check with you before scheduling the meeting to protect your calendar. It utilizes two required custom fields to ask the guest a few questions about their business challenges. It comes complete with a reminder email that goes out an hour before the meeting and custom notes on the calendar invitation letting the guest know that they can invite the remainder of their team.
Submitted by Cyrina Thomas
About Meeting Templates
Meetings the Way You Want Them
Set preferences for the specific types of meetings you do often, like time, location, frequency, and reminders. Meeting Templates work for one-on-one and group meetings.
Create Unlimited Calendar Pages
Each Meeting Template creates a Calendar Page that you can send directly to the people you want to meet with. Schedule with multiple guests and multiple teammates.
Protect Your Calendar
With advanced privacy controls, you can confirm meetings before the invite is sent and set Calendar Pages as private.
Limit How Often You’re Booked
Set a limit for how many times per day you want to do a particular type of meeting, and how much lead time you want before it’s scheduled.
Easy Email and Slack Scheduling
Copy clickable time options from a Meeting Template, or use a Slash Command and the Scheduling AI will use your saved preferences to send available times to guests.
Streamline Team Scheduling
Create and share Combined and Round Robin Meeting Templates with your Team to save you and your guests time.